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Simplify Exchange Traded Fun shares owned by Entrewealth

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Entrewealth from 13F filings

Historical chart of Entrewealth investment in Simplify Exchange Traded Fun

Tip: Access up to 7 years of quarterly data

All positions including Simplify Exchange Traded Fun held by Entrewealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify Exchange Traded Fun by Entrewealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $756k 27k 27.97
2025-06-30 $472k 18k 26.74

More positions owned by Entrewealth

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
World Gold Tr Spdr Gld Minis (GLDM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
T Rowe Price Etf Ultra Shrt Trm (TBUX)

View all positions for Entrewealth

Top funds holding Simplify Exchange Traded Fun

CWM
Wealth Enhancement Advisory Services
Boothe Investment Group
AE Wealth Management
LPL Financial
IAG Wealth Partners
Envestnet Asset Management
Private Advisor
Peak Financial Advisors
HighTower Advisors
CLS Investments
New York Life Investment Management
Beacon Capital Management
Altiora Financial Group
Beacon Capital Management

View all funds holding Simplify Exchange Traded Fun